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Mar 22, 2013
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they can't do as well in this environment. why is qlik view doing well if oracle can't? >> i think we are in one spot, they're total market. i think we drive the next generation of software. ease of use, time to value, agility and flexibility are the key drivers. more and more corporations are seeing that. if i don't empower my employees to make smarter decisions, i'm missing out on a big opportunity. we've been in that business for 20 years. we only focused on the user and the user's behavior when it comes to interacting with data. >> mark benioff has been on our show from sales force. he's trying to develop a dashboard people can use, sales people can use on the road, for instance. why is yours better than his or do they work together? >> they work together. i think mark built a great company. he's disrupted an industry just like we are doing in this industry we are in. one of our most common data sources for our clients is his system. so we sit on top of sales force and maybe two or three other sources and provide you with a dashboard of insight from those data source
they can't do as well in this environment. why is qlik view doing well if oracle can't? >> i think we are in one spot, they're total market. i think we drive the next generation of software. ease of use, time to value, agility and flexibility are the key drivers. more and more corporations are seeing that. if i don't empower my employees to make smarter decisions, i'm missing out on a big opportunity. we've been in that business for 20 years. we only focused on the user and the user's...
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Mar 21, 2013
03/13
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it also raised its yearly forecast saying the business environment is improving. shares of general mills rose more than 2.5%. and the big jump in shares of blackberry thanks to a morgan stanley upgrade. morgan stanley saying now there may be room in the smart phone market that's dominated by an droid and the iphone operating system for blackberry. the vote of confidence comes just two days before blackberry's make or break z-10 goes on sale at at&t stores. blackberry rose $16, that's a gain of almost 6.5%. >> and, suzie, one of the roadblocks to the housing recovery has been tight mortgage credit. rates may be low, but they're only good if you can get them. as we look at the spring buying season, lenders are starting to ease up. not so much on their standards, but on the types of loans they can offer. >> after being turned down for a mortgage last year, leah harris has been renting in washington, d.c. now, she is finally moving into a home of her own. >> i tried last year at about the exact same time and nothing was different than it is now. same income, same asse
it also raised its yearly forecast saying the business environment is improving. shares of general mills rose more than 2.5%. and the big jump in shares of blackberry thanks to a morgan stanley upgrade. morgan stanley saying now there may be room in the smart phone market that's dominated by an droid and the iphone operating system for blackberry. the vote of confidence comes just two days before blackberry's make or break z-10 goes on sale at at&t stores. blackberry rose $16, that's a gain...
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Mar 21, 2013
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and the reason why i say that is the bond market has continued to hold firm or even uptick in this environment so we're not seeing that capital that is so vested in that market move into the equities. so we're gonna keep an eye on that. > >thank you jeff. fed chair ben bernanke made note of some economic strides -- following a two-day fed meeting..... bernanke told reporters there have been improvements in the labor market, and moderate economic growth. he adds, the bond buying program will remain in place, until there is a larger drop in unemployment. but when we see that the conditions -- or the situation has changed in a meaningful way, then we may well adjust the pace of purchases in order to keep the level of accommodation consistent with the outlook and, secondly, to help provide the markets with some sense of progress -- how much progress is being made so that it can make better judgments. bernanke avoided commenting. whether he will stay on for another term, only stating he talked to president obama about it "a bit." and regarding cyprus, the fed chair calls the situation "difficult" b
and the reason why i say that is the bond market has continued to hold firm or even uptick in this environment so we're not seeing that capital that is so vested in that market move into the equities. so we're gonna keep an eye on that. > >thank you jeff. fed chair ben bernanke made note of some economic strides -- following a two-day fed meeting..... bernanke told reporters there have been improvements in the labor market, and moderate economic growth. he adds, the bond buying program...
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Mar 23, 2013
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also in this environment the u.s. economy is growing more like 2% and a lot less like 4 in that environment pricing is going to be challenged and the top line sales is not going to be universal for all firms. it will be balance sheet by balance sheet and case by case. security collection becomes far more important. >> i was going to say as you point out the profit growth picture has been pretty good but we are getting at the mature point in that cycle and the forecast is about 1% or 2% overall growth. there are always ways to make more money than the index tracking would lead you to believe. where do you think the pockets of possible better than average profits would be? >> so we do like equities. when you compare that to fixed income certainly in government space so we like equities and we like global equities. it will have to be a multi asset strategy which is kind of all of the above. looking at commodities and debt and equities and looking in companies in europe. there are good companies with strong balance sheets
also in this environment the u.s. economy is growing more like 2% and a lot less like 4 in that environment pricing is going to be challenged and the top line sales is not going to be universal for all firms. it will be balance sheet by balance sheet and case by case. security collection becomes far more important. >> i was going to say as you point out the profit growth picture has been pretty good but we are getting at the mature point in that cycle and the forecast is about 1% or 2%...
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Mar 26, 2013
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groan capital says hdd environment remains stable and that mix could drive a gross margin up side. sue, back over to you. >> thank you very much. seema. to the bond market where rick santelli is tracking the action at the cme. rick, you see fitch is placing cyprus on ratings watch negative. you think? >> yeah, you know, i know, it reminds me of many of these firms when they upgrade an outlook that's got from 150 to 297. that's when they make the call. you know, when it comes to treasuries, everyone wants to put them in the ground, but it's not soup yet. look at a two-day chart of tens. 190, we keep knocking the door, open the chart up month to date, boy, we're coil. 190 seems to be the technical threshold. if we look at a chart of the spread between r-10s and ten-year bunds, 60 basis points. we're knocking at the point. we very closed or above 60 basis points since mid-2010. if you look at a two-day chart of that, it's knocking at a key level as well, 83. if you open the chart up to one year, it's coil as well. it's all about big levels, but not necessarily big moves taking them ou
groan capital says hdd environment remains stable and that mix could drive a gross margin up side. sue, back over to you. >> thank you very much. seema. to the bond market where rick santelli is tracking the action at the cme. rick, you see fitch is placing cyprus on ratings watch negative. you think? >> yeah, you know, i know, it reminds me of many of these firms when they upgrade an outlook that's got from 150 to 297. that's when they make the call. you know, when it comes to...
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Mar 26, 2013
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the environment seems to be improving. pinnacle can always do another acquisition. the company is paying you to wait to get their house fully in order with that great dividend. let's not forget, last week ken powell was on the show, he told us that food inflation has peaked and competition is less fierce? that could help these guys. pinnacle foods reminds me of long-time "mad money" winner b&g. they've got some truly iconic ones under the roof. i think you should try to get in on this ipo. that's why i did this story money. call your broker tomorrow. i like it even if they raise the price. even if they take it up to $22 a share. at that point, let's pause, that may be too high. after the break, i will try to make you more money. >>> coming up -- invest in innovation. it's not the latest gadget that could drive profit in your portfolio. medical science is leading the way with breakthrough technology. tonight, cramer's kicking off a week-long series highlighting some of the most revolutionary companies that may be heading higher. >>> when the market was really getting
the environment seems to be improving. pinnacle can always do another acquisition. the company is paying you to wait to get their house fully in order with that great dividend. let's not forget, last week ken powell was on the show, he told us that food inflation has peaked and competition is less fierce? that could help these guys. pinnacle foods reminds me of long-time "mad money" winner b&g. they've got some truly iconic ones under the roof. i think you should try to get in on...
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Mar 20, 2013
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back to "the kudlow report." i'm larry kudlow, in half hour, the situation in cyprus is on the edge of the abyss, if russia did not bail them out, their economy will implode and they will be forced out of the euro economy entirely. and senator kelly ayotte is looking to get a budget deal without more spending and taxes and i want to know if the so-called gop reforms are going to split the party in two or make it more inclusive. senators working against a needless missile to nowhere program that she will explain to us. ben bernanke is keeping his foot firmly on the qe gas pedal or did he? please take a listen. >> we are seeing improvement. i think one thing we would need is to make sure that it's not a temporary improvement. so, we have seen periods before where we had as ma
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> welcome back to "the kudlow report." i'm larry kudlow, in half hour, the situation in cyprus is on the edge of the abyss, if russia did not bail them out, their economy will implode and they will be forced out of the euro economy...
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Mar 22, 2013
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. >> well, let me ask you about the environment, broadly speaking, in terms of the corporate side of the story, byron. because, of course, we know this week, we saw deterioration in the transports. we saw fedex reporting disappointment. oracle reported disappointment. cart pillar come under some pressure. is this indicative of a tough earnings period in the first quarter? >> that's what i think, maria. but the market doesn't seem to care. the market doesn't care about anything. it doesn't care about cyprus. doesn't care about disappointing earnings. as long as this money is flowing into the -- you know, out of the fed, stocks keep going higher. >> but in the meantime, we've had some -- many analysts, actually, market strategists, come out in the last week, week and a half, raising their estimates for where the s&p will close for this year, because they see the impact that fed policy has had on this market. so, why not just ride the market higher here, byron, and wait for the fed to change its mind? >> well, i don't -- you know, phil, i'm worried that some of the strategists that are
. >> well, let me ask you about the environment, broadly speaking, in terms of the corporate side of the story, byron. because, of course, we know this week, we saw deterioration in the transports. we saw fedex reporting disappointment. oracle reported disappointment. cart pillar come under some pressure. is this indicative of a tough earnings period in the first quarter? >> that's what i think, maria. but the market doesn't seem to care. the market doesn't care about anything. it...
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Mar 21, 2013
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you mix them all up together and you get the absolute perfect environment for the fed reserve to stay stock market friendly. that's exactly what happened today. ben bernanke allowed the averages to power higher. dow gained 56 points. the s&p rising today, nasdaq jumping .78%. it's not sleight of hand or alchemy at work here, despite what critics say when they constantly slam the fed. >> boo! >> bernanke is not playing a game of move the stock market higher by simply continuing to keep the competition from bonds incredibly weak. he's got a real good reason for doing what he's doing, which is staying the course, keeping rates low. that reason? 1937. see, ben bernanke is a rigorous guy. he's a professor and a genuine scholar of american financial history. it's what he does best. he knows that in 1937 after three years of 12% economic growth that took unemployment from 25% down to 14%, the fed, the president, congress, declared victory over the great depression. ♪ hallelujah >> washington raised income taxes on the wealthy. >> boo! >> took the top marginal rate to the astounding 75% and
you mix them all up together and you get the absolute perfect environment for the fed reserve to stay stock market friendly. that's exactly what happened today. ben bernanke allowed the averages to power higher. dow gained 56 points. the s&p rising today, nasdaq jumping .78%. it's not sleight of hand or alchemy at work here, despite what critics say when they constantly slam the fed. >> boo! >> bernanke is not playing a game of move the stock market higher by simply continuing...
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Mar 22, 2013
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> a burned out house in richmond that was abandoned at the start of the housing crisis was torn down today. city officials say the home on chancellor avenue was a magnet for squatters, illegal dumping, and drug dealing. it caught fire three times, and they say the owner refuseesed to do anything about it. so city leaders got a court order to have it torn down. >> we had to track down the property owner. we had to determine who owned the property, the lien holder. then we have to go to court and try to get them to approve a warrant. >> wells-fargo, who was holding the lien agreed to pay for the demolition. neighbors say they're deleted to see it gone. the city is working on condemning, and demolishing four other abandoned homes. >>> it's a battle of preservation. proposed changes to y
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> a burned out house in richmond that was abandoned at the start of the housing crisis was torn down today. city officials say the home on chancellor avenue was a magnet for squatters, illegal dumping, and drug dealing. it caught fire three times,...
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Mar 22, 2013
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it's really just a story of picking the companies that are able to perform in this environment. i think that's what's going to get you through. >> i would suggest that the whole market is priced for perfection at this point. >> what's priced for perfection? if you're talking about a p.e. of 13, 14, is that overvalue? >> i think you have to go back to, you know, what i've said, is that e., you have to be very careful at how you look at that e., that earnings number. that earnings number is based on what i believe is a false earnings number, on rates that are far too low. i think you're going to start to see some of that drift up. and you're going to see, i think, we're going to realize in retrospect that this market is not as cheap as it looks, and just at 13 by itself, you cannot look at that number in a vacuum, that we do have a swaluativalua problem there. >> gentleman, thank you very much. we'll be watching. next week will be a big week. >>> up next, nowhere to hide. a new internet sales tax could be on the way. we'll take you live to washington and get the latest development
it's really just a story of picking the companies that are able to perform in this environment. i think that's what's going to get you through. >> i would suggest that the whole market is priced for perfection at this point. >> what's priced for perfection? if you're talking about a p.e. of 13, 14, is that overvalue? >> i think you have to go back to, you know, what i've said, is that e., you have to be very careful at how you look at that e., that earnings number. that...
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Mar 20, 2013
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now, that might be terrible for the environment. but it's darn cheap. and if coal volume starts coming back because of the switch, well, that's the holy grail of the railroad business. because the truck don't too well. i bring this up, because we're playing a game. a new game here on "mad money." it's called oligopoly. no free parking, no passing go and sadly no community chest. but unlike monopoly where you make money, it's fake, right, in the investor game we can help you make real money. amazing when it comes to the railroads we have the situation where the truth is stranger than fiction. le of golly is where a small number control all the business. we know pennsylvania, redding, b & o. still baltimore and ohio by the way. the short line. you know what? in a bizarre coincidence, 90% of the rail freight in the united states belongs to just four companies. but this is not an industry where you have four companies generally competing against each other, even though you'll see some overlap. you have two in the east, csx and norfolk southern. and burlingt
now, that might be terrible for the environment. but it's darn cheap. and if coal volume starts coming back because of the switch, well, that's the holy grail of the railroad business. because the truck don't too well. i bring this up, because we're playing a game. a new game here on "mad money." it's called oligopoly. no free parking, no passing go and sadly no community chest. but unlike monopoly where you make money, it's fake, right, in the investor game we can help you make real...
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Mar 21, 2013
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of the economy that are growing, despite all the negative and worries out there, as far as the macro environment. >> okay. but what about the fact that, you know, we were talking about this yesterday, bill, the s&p is expecting earnings growth, the s&p 500, of 0.7% for the first quarter. so we are looking at an earnings deterioration here. now, they're expecting things to pick up later on in the year. but if you're saying there is growth in the economy, but overall earnings are going to grow just 0.7%, is that priced into the market, or will this be a negative surprise? >> i really think that you have to go out there and you have to focus on individual companies. you can find pockets of growth within small and midcap stocks that aren't necessarily, you know, tied to what's going on with the macro environment out there. and that's where i think active portfolio management becomes more and more important in this type of vurenvironment. >> let's bring rick santelli into this conversation. does cyprus matter to this market or not? we move them here or there and then it comes back again, depending on
of the economy that are growing, despite all the negative and worries out there, as far as the macro environment. >> okay. but what about the fact that, you know, we were talking about this yesterday, bill, the s&p is expecting earnings growth, the s&p 500, of 0.7% for the first quarter. so we are looking at an earnings deterioration here. now, they're expecting things to pick up later on in the year. but if you're saying there is growth in the economy, but overall earnings are...
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Mar 21, 2013
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cheryl: ideal economic environment, you're looking at the economy even though we had kind of a mixed picture today and then, again, corporate valuations. that's the bulls' side of this. john, i know you're bearish. you're calling for serious corrections on the s&p and dow. you're saying it's going to happen sooner rather than later. what are you seeing on the other side of the coin here? >> well, look, when things are euphoric, which they are, when alan greenspan comes out and says pie stocks along with the movie stars and, of course, our good friend, ned, then you should be looking to sell. and i'd also like to say this, i was on the show here last april 2012, we were pounding the table then, but right now you've got some real headwinds, and i'll give you a few of them. one, gdp is benign, .1%, you know, in fourth quarter of 2012. analyzed numbers are running around 2%, it just isn't keeping up. unfortunately, the treasury market is not confirming here. you know, if the ten-year was at 275, i'd say we'd probably leg up here, not happening. you know, and i think, thirdly, look at ear
cheryl: ideal economic environment, you're looking at the economy even though we had kind of a mixed picture today and then, again, corporate valuations. that's the bulls' side of this. john, i know you're bearish. you're calling for serious corrections on the s&p and dow. you're saying it's going to happen sooner rather than later. what are you seeing on the other side of the coin here? >> well, look, when things are euphoric, which they are, when alan greenspan comes out and says...
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Mar 25, 2013
03/13
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>> yeah, i think in this environment, actually, it could. >> with the three potential proposals on the table? >> yeah, absolutely. and that's because generally i'm bearish on the market. >> i would have never guessed that. >> let's call it 14. my risk/reward's not bad. i don't have to worry. it's not going to trade with the market. i don't have to worry the market being down 2% and dell going to be down. >> there's 1.75 billion shares outstanding, you're talking about 20 cents, 30 cents, talking about huge sums of money on this bid that's going higher. i don't think it happens. >> let's move on to the next trade here, s&p 500 wiped away earlier gains. less than a point away amid concerns that cyprus' bank restructuring will pave the way for losses. for more impacts on the cyprus deal, we're joined by the global head of g10 strategy at citigroup. it seems that the whole problem arose, the problem today in terms of trading when the dutch finance minister gave an interview and indicated the cyprus deal could be a template, his word, for future bailouts and then sort of backed away from it
>> yeah, i think in this environment, actually, it could. >> with the three potential proposals on the table? >> yeah, absolutely. and that's because generally i'm bearish on the market. >> i would have never guessed that. >> let's call it 14. my risk/reward's not bad. i don't have to worry. it's not going to trade with the market. i don't have to worry the market being down 2% and dell going to be down. >> there's 1.75 billion shares outstanding, you're...
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Mar 21, 2013
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> >>> welcome back to "the kudlow report." i'm larry kudlow. stocks may have dropped today but we've still got even more good news on the economy. now does that mean bern bernanke is going take his foot off the gas pedal sooner rather than later? that might be what's rather bothering stock investors. and where is the new jack kemp now that we need him? a republican who related to everyone with an optimistic but simple message of economic growth for all, we will ask lar larry sabateau in just a few minutes. >> a tax is a tax is a tax. if you tax something more, you get less of it. piling on new taxes is always bad for economic growth period. and yet out of washington comes yet another proposal for another tax. this one known as the marketplace fairness act but it is just a national in
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ >>> >>> welcome back to "the kudlow report." i'm larry kudlow. stocks may have dropped today but we've still got even more good news on the economy. now does that mean bern bernanke is going take his foot off the gas pedal sooner...
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Mar 19, 2013
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lyric can also give you exceptionally clear, natural sound in quiet and noisy environments because of how it works with your ear's own anatomy. can your hearing aid do all this? lyric can. to learn more about lyric's advanced technology, call 1-800-411-5534 or visit trylyric.com for a risk-free 30-day trial offer and free dvd and brochure. get the hearing aid that can. lyric from phonak. lyric can. redesigned site has this new score planner tool with these cool sliders. this one lets us know what happens if someone checks our credit. oh. this one lets us know what happens if we pay off our loans. yeah. what's this one do? i dunno. ♪every rose has it's thorn ♪just like every night ♪has it's dawn score planner is free to everyone. free score applies with enrollment in freecreditscore.com bret michaels slider still in beta. >>> we've got >>> we've got you covered in the west coast. jane wells joins us from the west coast. >> starbucks has bought the farm. truly, the couffee giant has bought its own farm in costa rica to research and develop varieties based on what it learns through
lyric can also give you exceptionally clear, natural sound in quiet and noisy environments because of how it works with your ear's own anatomy. can your hearing aid do all this? lyric can. to learn more about lyric's advanced technology, call 1-800-411-5534 or visit trylyric.com for a risk-free 30-day trial offer and free dvd and brochure. get the hearing aid that can. lyric from phonak. lyric can. redesigned site has this new score planner tool with these cool sliders. this one lets us know...
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Mar 21, 2013
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what is the ideal asset allocation in this environment in your view? >> i can't change just because the market becomes more volatile or you become more emotional. if you have a plan and say it's 70% equities and 30% fixed income, you might readjust and reallocate after big market moves but not based on the fear in the market place. 70/30 tends to be ideal according to data, giving you the biggest return with the least amount of volatility. retirees, or people getting older, typically have larger amount in fixed income. the one thing you do at this point, take a look and when rates are down, shorten those, reduce the volatility. you don't want to take risk in the part of your portfolio that's supposed to be safe. regis will tell you that. >> i would have his back on that. >> everybody would have regis's back. he's going to retire. >> he's never going to retire. >> it's all about the process. if regis isn't part of the process, what do you have? >> i couldn't agree more. >> when you're ready to get out of treasuries, don't you have to have level and timi
what is the ideal asset allocation in this environment in your view? >> i can't change just because the market becomes more volatile or you become more emotional. if you have a plan and say it's 70% equities and 30% fixed income, you might readjust and reallocate after big market moves but not based on the fear in the market place. 70/30 tends to be ideal according to data, giving you the biggest return with the least amount of volatility. retirees, or people getting older, typically have...
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Mar 22, 2013
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i think in this environment you don't do it. you break it down by sectors. a lot of the sector calls we've heard over the last couple wekts have been go after materials, go after technology that are lagging. they're going to come around and outperform again. i disagree with that. if you look today, the s&p 500 new 52-week highs, 36 of them 18 are consumer staples. i am adding to my financial names, american express, michael kors h but i want to be in consumer staples, in financials. i want to be what's leading the market right now. i don't want the commodity materials trade. >> put this into perspective. you could find a story that works for you this week. >> you can. and what's surprising to me is that the market is so strong going into the weekend with the deadline for cyprus right upon us. i would have to expect that the market is going to sell off, weaken a little bit, not go negative today as we move into the close and there's no resolution. where you want to be is pretty much where joe said. you have to go with what's working. i notice the airlines act
i think in this environment you don't do it. you break it down by sectors. a lot of the sector calls we've heard over the last couple wekts have been go after materials, go after technology that are lagging. they're going to come around and outperform again. i disagree with that. if you look today, the s&p 500 new 52-week highs, 36 of them 18 are consumer staples. i am adding to my financial names, american express, michael kors h but i want to be in consumer staples, in financials. i want...
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Mar 21, 2013
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highlight potential for consumers to choose much cheaper options especially very difficult economic environment. sandra: so, tuna, you're saying this move away from pay tv. will hit every provider than one. >> comcast, the reason they bought nbc universal to protect themselves a little bit on the distribution exposure that they have. what you're seeing guys like disney and cbs and parent company news corp are considered some of the premier content providers out there, someone like content nirvana, right? so the industry is going through a renaissance where a lot of company we're recommending leveraging content and monetizing them in a very, very fragmented landscape where the consumer has a lot more options than ever before. so i think the balance of power is gradually and will continue to shift in favor of branded entertainment content. adam: i think jay leno would agree with you on nbc call because he thinks they're extinct. let me ask you this. what content creators do you like? i think we're one of them, news corp, the parent company of fox business. who do you like? what companies do you r
highlight potential for consumers to choose much cheaper options especially very difficult economic environment. sandra: so, tuna, you're saying this move away from pay tv. will hit every provider than one. >> comcast, the reason they bought nbc universal to protect themselves a little bit on the distribution exposure that they have. what you're seeing guys like disney and cbs and parent company news corp are considered some of the premier content providers out there, someone like content...
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Mar 20, 2013
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. >> well, i think when you look at things right now you're looking at low interest rate environment. that's something we have been in for a long time. i think that's going to continue certainly we'll know more about that when we hear more from the fed. i think that's one. when you look at buying a home, versus renting a home, i think the advantage goes to the buying. look at what lennar has going, new orders are up 34%. we're up at $43, i missed it. i think it's doing higher. >> doc, what's going on? >> for 2013 i do think it's going higher, but in the short term the index of home builder confidence, these are the actual people swinging the hammers and so forth is now at a three-month slide. in other words, after having eight months of just very positive outlook, now they're negative. and you've got input costs. all the costs because of superstorm sandy and all the rest have increased for the guys. the problem for the home builders is supply. they don't have enough of it. so demand is there. supply and demand that's what you have to balance out. but they have too much demand. they do
. >> well, i think when you look at things right now you're looking at low interest rate environment. that's something we have been in for a long time. i think that's going to continue certainly we'll know more about that when we hear more from the fed. i think that's one. when you look at buying a home, versus renting a home, i think the advantage goes to the buying. look at what lennar has going, new orders are up 34%. we're up at $43, i missed it. i think it's doing higher. >>...
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Mar 19, 2013
03/13
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maria's question, last quarter we heard a lot of ceos talking about the lack of clarity in the global environment. i know a lot of the digital marketing dollars right now are based in the u.s. but these numbers seem pretty bullish to me. do you feel better or more cautious than last quarter when you look out at the rest of the year from here? >> jon, i think the macro trend is more spend is going to go digital. and when people talk about big data, we're the big data company for marketers. so as you talk about the hundreds of billions of dollars, where people are going to want to know what the return of investment is, there is no other company that's as well positioned as adobe, to really let them know how to spend that money and to accurately reflect what the return of investment is. so we think that the macro trends will fuel this business for many years. >> so what would be an appropriate growth -- yes, what would be an appropriate growth rate, then, for adobe? obviously, your stock is trading higher in the extended hours. a lot of people very pleased with the earnings results that we saw. is t
maria's question, last quarter we heard a lot of ceos talking about the lack of clarity in the global environment. i know a lot of the digital marketing dollars right now are based in the u.s. but these numbers seem pretty bullish to me. do you feel better or more cautious than last quarter when you look out at the rest of the year from here? >> jon, i think the macro trend is more spend is going to go digital. and when people talk about big data, we're the big data company for marketers....
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Mar 20, 2013
03/13
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in an environment where, yes, we've bailed out aig, you think they're going to let that company go down again? absolutely not. nobody likes them anymore. their business is being destroyed, whittled away, but the stock's had quite a run. i say aig on this round. >> you know who has to break this tie, the viewers. let's find out who you voted for on twitter. and it was goldman sachs. the winner is goldman sachs. look at tim running around. >> insane. >> sorry about that. >> come on. >> i wouldn't catch that -- >> act like you've been there before. >> goldman sachs advances to the next round. thank you, viewers out there for tweeting your responses. as you can see, you really do break the ties here on the desk. >>> let's move to the industrial region based on our votes earlier today, united technology's caterpillar, deere -- >> hold on a second, haven't we killed all the deere? >> deere with an "e." dupont and honeywell beating out the competition, but the battle between valero and transocean will be settled right now. so, again, we go to the left side, my left side of the desk, guy? >> no
in an environment where, yes, we've bailed out aig, you think they're going to let that company go down again? absolutely not. nobody likes them anymore. their business is being destroyed, whittled away, but the stock's had quite a run. i say aig on this round. >> you know who has to break this tie, the viewers. let's find out who you voted for on twitter. and it was goldman sachs. the winner is goldman sachs. look at tim running around. >> insane. >> sorry about that....
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Mar 21, 2013
03/13
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and i think in that kind of environment, the fed will start to taper the pace of qe. sometimes in q3 and, yes, by the end of this year, i expect the qe to stop. but rates will be very low and the fed's balance sheet will be bloated for quite a long time. >> given the issues in europe, why take the risk? why even hint to markets that they may be exiting? or paps why not leave the accommodative can policies in place to help support the global economy? >> as we move into the summer, i think at that point the cost of this continued open ended deposit continues. i think they've come to the conclusion they don't need it as much. i think at that point, europe will probably be a little more stable. >> joe, in a word, jobless claims today, then, critically important. >> very important. i think they'll stay well below 350. >> it's an important level to watch. appreciate your time. from thank you, kelly. >> thank you for joining us on the show today. i'm kelly evans. this has been "worldwide exchange." time now for "squawk box" in the u.s. remember, people, keep an eye out for t
and i think in that kind of environment, the fed will start to taper the pace of qe. sometimes in q3 and, yes, by the end of this year, i expect the qe to stop. but rates will be very low and the fed's balance sheet will be bloated for quite a long time. >> given the issues in europe, why take the risk? why even hint to markets that they may be exiting? or paps why not leave the accommodative can policies in place to help support the global economy? >> as we move into the summer, i...
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Mar 21, 2013
03/13
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i think the environment for u.s. equity markets is still favorable. one other thing out there as well including the takeaway from yesterday's fed meeting. my daughter was a swimmer, right, and swimming was all about tapering for events, right in the fed made it clear they are not going to go cold turkey and simply shut it off. what they will do is based on the conditions they will taper the amount of support they provide in terms of the purchases through qe3 so that will continue to be a fairly important backstop rule with the macro outlook as well as financial markets. >> i'm looking at your sector over and underweights. there seems to be kind of a relative value and mean reversion theme to the stocks you like, telecom and health care relatively expensive, utilities as well, on the list where you don't want to be there and tech industrials on the positive side. don't you agree though that there's something secular happening with those stocks where because they pay such high yields they should continue to do pretty well relative to the s&p, even thoug
i think the environment for u.s. equity markets is still favorable. one other thing out there as well including the takeaway from yesterday's fed meeting. my daughter was a swimmer, right, and swimming was all about tapering for events, right in the fed made it clear they are not going to go cold turkey and simply shut it off. what they will do is based on the conditions they will taper the amount of support they provide in terms of the purchases through qe3 so that will continue to be a fairly...
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Mar 21, 2013
03/13
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what to make of, well the entire environment for growing a business in this country? ali wing, founder and ceo of giggle, the baby chain of stores and online sales. she joins us now. in terms of what you're seeing, just broadly, ali, the tax environment for you, it is getting worse, no? >> it is. i'm actually just in the middle of annual compensation reviews. i know every employee right now is feeling less in their take-home pay. that is a pressure of a different type for businesses. but it's the same old theme, whether it was not charging online only businesses sales tax or people off-line had to have it. just needing to even the playing field. not a disinincident tiff to big next generation of big businesses in america and right now it is still uneven. dagen: we talked about though the complications created by government, local government, state governments, the federal government in running a business today. we're celebrating the anniversary of the health care law and, what we've seen washington do in recent years. is it getting worse to grow a business in this cou
what to make of, well the entire environment for growing a business in this country? ali wing, founder and ceo of giggle, the baby chain of stores and online sales. she joins us now. in terms of what you're seeing, just broadly, ali, the tax environment for you, it is getting worse, no? >> it is. i'm actually just in the middle of annual compensation reviews. i know every employee right now is feeling less in their take-home pay. that is a pressure of a different type for businesses. but...
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Mar 26, 2013
03/13
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there it's getting scarce. >> no growth environment in europe. >> yes. you look at verizon doing a phone deal. at&t is the apple company, and t-mobile. that's what i said. this is phone-icide. whey don't they say don't use us? don't come to us. we're more expensive than everybody. that's a great pitch, right? >> overall, we beat the consensus forecast, which would be a touch under 88%. we're in 8.1% over the last 12 months. >> they were supposed to be better. there was supposed to be content if they were driven by social. now we're seeing them get away from social ads and seeing more so-called suggested posts, which are really just drerkt markirec marketing. that's basically what it is. >>> good morning. we're live here and beginning with breaging knew on citi. kayla? >> the federal reserve is charging citigroup with inadequate oversight for the money laundering practicing. it's unclear what nature of the inefficiencies were, but it comes after several banks have been caught in cross hairs dealing with countries like iran and libya. it carries no monetar
there it's getting scarce. >> no growth environment in europe. >> yes. you look at verizon doing a phone deal. at&t is the apple company, and t-mobile. that's what i said. this is phone-icide. whey don't they say don't use us? don't come to us. we're more expensive than everybody. that's a great pitch, right? >> overall, we beat the consensus forecast, which would be a touch under 88%. we're in 8.1% over the last 12 months. >> they were supposed to be better. there...
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Mar 20, 2013
03/13
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strategically speaking that is the way we are supposed to go in this environment. investors are tired of earning zero in cash, trying to find that balance between zero and too far out on the yield curve. dagen: corporate bonds, even busier in high yield, what looks overvalued to you, what concerns you? >> what we have done is reached for yields. moving down on the credit curve, both are exhausted, so high yield has been the best performer this year, but we're due for a correction that looks vulnerable to me right now. dagen: thank you very much. be well. connell: this story of getting laid or having to pay cvs force them to get health screenings or pay more in health insurance. dagen: and talk about earnings. take a look at that, the federal reserve decision this afternoon, that will be your indicator of the stock market. ♪ [ male announcer ] how could switchgrass in argentina, change engineering in dubai, aluminum production in south africa, and the aerospace industry in the u.s.? at t. rowe price, we understand the connections of a complex, global economy. it's
strategically speaking that is the way we are supposed to go in this environment. investors are tired of earning zero in cash, trying to find that balance between zero and too far out on the yield curve. dagen: corporate bonds, even busier in high yield, what looks overvalued to you, what concerns you? >> what we have done is reached for yields. moving down on the credit curve, both are exhausted, so high yield has been the best performer this year, but we're due for a correction that...
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Mar 21, 2013
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as you heard, police officers will be out here all day and all morning to make sure this is a safe environment. we will try to bring more information to you at that time. paul chambers, ktvu channel 2 news. >> a baseball coach is wanted by police. 52-year-old joel coffman is facing 6 felony counts of -- molestation. runs a traveling baseball club for bay area teenagers. they say it is possible he has more victims. a warrant has been issued for his arrest. >> 7:33. grief counselors will be at lincoln high school to help students cope after a student was killed by a train. 16-year-old donye was ap student. he was killed tuesday when he was hit and killed by a cal train near virginia street. >> at this point in the investigation, there's nothing to indicate this was the result of foul play or an intentional act. >> friends are saying he often took a shortcut home right near the train tracks. already has warning signs to prevent illegal crossing and also had plans to put up fences even before his death. >>> six people including four children were rushed to a hospital after a multi vehicle crash. 9
as you heard, police officers will be out here all day and all morning to make sure this is a safe environment. we will try to bring more information to you at that time. paul chambers, ktvu channel 2 news. >> a baseball coach is wanted by police. 52-year-old joel coffman is facing 6 felony counts of -- molestation. runs a traveling baseball club for bay area teenagers. they say it is possible he has more victims. a warrant has been issued for his arrest. >> 7:33. grief counselors...
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Mar 18, 2013
03/13
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ ♪ hello. hello? the words are going this way-there's no way. oh, the lights came on. isn't technology supposed to make life easier? at chase we're pioneering innovations that make banking simple. deposit a check with a photo. pay someone with an email. and bank seamlessly with our award-winning mobile app. take a step forward... and chase what matters. >>> some patchy low clouds. mostly sunny in the morning. cooler by the coast. increasing high clouds later today leading to rain tomorrow. >>> all right, steve. 7:13. in indiana two people died, their private jet crashed into a house near the south bend regional airport. two other passengers and one other person on the ground was hurt. the plane was flying from tulsa when it hit three houses and got stuck in one of them. >> all of a su
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ ♪ hello. hello? the words are going this way-there's no way. oh, the lights came on. isn't technology supposed to make life easier? at chase we're pioneering innovations that make banking simple. deposit a check with a photo. pay someone with an email. and...
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Mar 18, 2013
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ ...it's my job to look after it. the words are going this way-there's no way. oh, the lights came on. isn't technology supposed to make life easier? at chase we're pioneering innovations that make banking simple. deposit a check with a photo. pay someone with an email. and bank seamlessly with our award-winning mobile app. take a step forward... and chase what matters. >>> some patchy low clouds. mostly sunny in the morning. cooler by the coast. increasing high clouds later today leading to rain tomorrow. >>> all right, steve. 7:13. in indiana two people died, their private jet crashed into a house near the south bend regional airport. two other passengers and one other person on the ground was hurt. the plane was flying from tulsa when it hit three houses and got stuck in one of them.
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ ...it's my job to look after it. the words are going this way-there's no way. oh, the lights came on. isn't technology supposed to make life easier? at chase we're pioneering innovations that make banking simple. deposit a check with a photo. pay someone...
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Mar 21, 2013
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spending environment. that's weighing on all tech names. ibm is down 1.25%. that's a huge weight on s&p 500 at this hour. a lots of them we are watching in the tech sector. s.a.p. down 2.5%. crm down 1%. it is taking everything down at this point. >> oracle was bad. can't mince words about it. >> was oracle being bad a sign of what's bad in overall tech spending or was oracle bad more of a sign of what's bad at oracle? or both? >> it is a big government provider. dell is, too. that's hurt dell. this was sloppy execution. deliver, deliver, deliver. are they losing share in the cloud? clearly. they won too many nine-figure deals. at the same time the market says i want to buy that weakness. why is lululemon up? they want to buy that weak fles. looking for caterpillar to bottom today. onshore drillers, one of the weakest markets, he should buy those. things come down, people just want to buy them. >> do you agree with this 1% move on lululemon today? >> that it is up? no. i don't like lululemon. talk about bad execution. they've just been terrible. >> the ceo ma
spending environment. that's weighing on all tech names. ibm is down 1.25%. that's a huge weight on s&p 500 at this hour. a lots of them we are watching in the tech sector. s.a.p. down 2.5%. crm down 1%. it is taking everything down at this point. >> oracle was bad. can't mince words about it. >> was oracle being bad a sign of what's bad in overall tech spending or was oracle bad more of a sign of what's bad at oracle? or both? >> it is a big government provider. dell is,...
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Mar 21, 2013
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which isn't bad in a zero interest rate environment. >>> u.s. equities had been a little bit waerbg. they have been preparing their losses through the morning. dow futures only 11.5 points below fair value. we've been watching what happened overseas in asia. the nikkei was up 1 1/3. in europe, red arrows because of economic numbers. also concerns continuing about cyprus. the cac is done 1.1%. we have positive comments made by fed chairman ben bernanke. >> we'll use models and other indicators and the state of the labor market to try to make a good estimate how much we need to change the rate of flow. but, again, the point is to let the markets see our behavior, to let them see how we respond to changes in the market. and higher levels of purchases or the ultimate facing out of the program. >> in other words, it's not going to be spigot on, spigot off. rick is the head of strategy at wells fargo securities. rick, thank you for joining us this morning. >> thanks for having me. >> you have been right on some big calls in the past. you called it rig
which isn't bad in a zero interest rate environment. >>> u.s. equities had been a little bit waerbg. they have been preparing their losses through the morning. dow futures only 11.5 points below fair value. we've been watching what happened overseas in asia. the nikkei was up 1 1/3. in europe, red arrows because of economic numbers. also concerns continuing about cyprus. the cac is done 1.1%. we have positive comments made by fed chairman ben bernanke. >> we'll use models and...
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Mar 22, 2013
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>> now, considering we were hoerpting in an environment that can be only described as alice in wonder land, how does the fed managing interest rates play into the interpretation of your survey. or does it at all in your opinion? >> well, i'm not sure if they do look at our survey or not. the reading i would take away is more and more are of the view they may start tweaking with the bond buying program. >> now from my perspective. let me make an assumption. let me say in my opinion i don't think they're going to pull back in a big way any time soon from some of these programs. so i guess the question i'm going to ask you this, is the bearish news showing up in con treat terms, not just opinion in your survey, should the interest rates remain tame and they actually have been dropping, what you are saying is that this could be a contrary indicator that's big out there. it can create a spiral where they need to run in and buy futures if rates start to drop. could that not be true as well? >> well, rick, i think you're right in thinking that is a possibility. we don't know for issue if thi
>> now, considering we were hoerpting in an environment that can be only described as alice in wonder land, how does the fed managing interest rates play into the interpretation of your survey. or does it at all in your opinion? >> well, i'm not sure if they do look at our survey or not. the reading i would take away is more and more are of the view they may start tweaking with the bond buying program. >> now from my perspective. let me make an assumption. let me say in my...